test: add test for dividends_annual property in Portfolio

mbk-dev · Dec 21, 2023 · 7aac739 · 7aac739
1 parent 5a93f15
commit 7aac739
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Showing 2 changed files with 4 additions and 1 deletion.
diff --git a/tests/conftest.py b/tests/conftest.py
@@ -106,7 +106,7 @@ def init_portfolio_values():
         first_date="2015-01",
         last_date="2020-01",
         inflation=True,
-        rebalancing_period="year",
+        rebalancing_period="annually",
         symbol="pf1.PF",
     )
 

diff --git a/tests/test_portfolio.py b/tests/test_portfolio.py
@@ -142,6 +142,9 @@ def test_dividends(portfolio_dividends):
 def test_dividend_yield(portfolio_dividends):
     assert portfolio_dividends.dividend_yield.iloc[-1] == approx(0.0396, abs=1e-2)
 
+def test_dividends_annual(portfolio_dividends):
+    assert portfolio_dividends.dividends_annual.iloc[-1].sum() == approx(32.778668, rel=1e-3)
+
 
 def test_risk(portfolio_rebalanced_month):
     assert portfolio_rebalanced_month.risk_monthly == approx(0.02233, rel=1e-1)